
Sign up to save your podcasts
Or


The post Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton appeared first on and was written by Craig Iskowitz.
“We’ve got a platform that we built along with Bambu and Apex Clearing that’s called Tango that has full robo-advice capability. The difference between a traditional robo-advisor and Tango is that it’s built using the GOE algorithm. So you may be an RIA firm that wants to expand, but needs the technology to scale that […]
The post Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton appeared first on and was written by Craig Iskowitz.
By Craig Iskowitz4
1313 ratings
The post Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton appeared first on and was written by Craig Iskowitz.
“We’ve got a platform that we built along with Bambu and Apex Clearing that’s called Tango that has full robo-advice capability. The difference between a traditional robo-advisor and Tango is that it’s built using the GOE algorithm. So you may be an RIA firm that wants to expand, but needs the technology to scale that […]
The post Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton appeared first on and was written by Craig Iskowitz.

2,169 Listeners

938 Listeners

796 Listeners

2,014 Listeners

454 Listeners

2,114 Listeners

905 Listeners

247 Listeners

1,549 Listeners

108 Listeners

208 Listeners

319 Listeners

18 Listeners

4 Listeners

132 Listeners